Meet & Greet

The initial meeting is a chance for us to introduce ourselves to you, and for you to learn a bit more about us. It allows us to get an idea of what it is you want to achieve and whether there is something that we can help with. Additionally, we can point you in the right direction for specific goals.

Data Collection

After the Meet & Greet, we do a deep dive into your situation and gather the relevant information. We then review it with you to ensure that we have a thorough understanding of your current situation and what you want to achieve.

Growth Pathways

We then use the information collected to run multiple scenarios on how you can achieve your goals. This allows you to see exactly where you are now and informs you of what path you can select to get where you want to be. This gives you the power and knowledge of what we can do for you and what any costs will be if you proceed. If you decide not to proceed or it turns out we can't add any value that's fine, you will incur no costs and will go home with a little more knowledge around your finances.

Implementation

We then move to the implementation stage. This is where we provide you with a document called a Statement of Advice. It sets out our recommendations in detail and provides you with a 'road map' of what we will do for you. We then implement all the recommendations so you don't have to deal with any of the intricacies.